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Archer Investment Corporation’s iShares Russell 3000 ETF IWV Stock Holding History

Archer Investment Corporation’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-55
Closed -$12.9K – 1013
2023
Q1 		$12.9K Hold
55
– – ﹤0.01% 535
2022
Q4 		$12.1K Hold
55
– – ﹤0.01% 523
2022
Q3 		$11.4K Hold
55
– – ﹤0.01% 511
2022
Q2 		$12K Hold
55
– – ﹤0.01% 512
2022
Q1 		$14K Hold
55
– – 0.01% 510
2021
Q4 		$15.3K Buy
+55
New +$14.9K 0.01% 511

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Archer Investment Corporation's IWV Position: Q2 2023 in Review

Archer Investment Corporation sold out of iShares Russell 3000 ETF (IWV) in Q2 2023, closing a stake of 55 shares — an estimated $12.9K sold.

Archer Investment Corporation first reported a position in IWV in Q4 2021 and held it in 6 quarters. The position peaked at $15.3K in Q4 2021. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

  • Archer Investment Corporation reported no remaining iShares Russell 3000 ETF position as of Q2 2023 after selling out during the quarter.
  • Archer Investment Corporation sold 55 iShares Russell 3000 ETF shares in Q2 2023, an estimated $12.9K.
  • Archer Investment Corporation first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 6 quarters.
  • Archer Investment Corporation's iShares Russell 3000 ETF position peaked at $15.3K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on Archer Investment Corporation's 13F filing for Q2 2023, filed 8 Aug 2023.